JWM
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Jackson Wealth Management’s NIO NIO Stock Holding History

Jackson Wealth Management’s Portfolio NIO Stock Details NIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-30,000
Closed -$637K – 137
2020
Q3 		$637K Buy
+30,000
New +$462K 0.1% 106
2020
Q1 		– Sell
-20,000
Closed -$90K – 145
2019
Q4 		$90K Buy
+20,000
New +$40.2K 0.01% 151

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Jackson Wealth Management's NIO Position: Q4 2020 in Review

Jackson Wealth Management sold out of NIO (NIO) in Q4 2020, closing a stake of 30,000 shares — an estimated $637K sold.

Jackson Wealth Management first reported a position in NIO in Q4 2019 and held it in 2 quarters. The position peaked at $637K in Q3 2020. 572 funds tracked by Wall St. Rank hold NIO as of Q4 2020.

  • Jackson Wealth Management reported no remaining NIO position as of Q4 2020 after selling out during the quarter.
  • Jackson Wealth Management sold 30,000 NIO shares in Q4 2020, an estimated $637K.
  • Jackson Wealth Management first reported a position in NIO in Q4 2019 and held it in 2 quarters.
  • Jackson Wealth Management's NIO position peaked at $637K in Q3 2020.
  • 572 funds tracked by Wall St. Rank held NIO as of Q4 2020.

Based on Jackson Wealth Management's 13F filing for Q4 2020, filed 2 Feb 2021.